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Kenneth H

Series 65, Series 63

Platte City, MO

Cetera

Kenneth Hamada is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has been with Cetera since 2025 and previously worked at Avantax Insurance Services and Independent Financial Group LLC. Outside of his advisory roles, he manages a tax preparation firm and serves as a board member for the Northern AZ Foundation for Catholic Education. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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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Eric B

Series 66

Kansas City, MO

Edward Jones

Eric Brockmeier is a Series 66-licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has five years of industry experience, including prior roles at MidAmerica Nazarene University, the University of Missouri Kansas City, and Precision Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions 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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Gregory N

CFP®, Series 66

Leavenworth, KS

Edward Jones

Gregory Nash is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Lennox International for one year. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, 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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Tyler J

Series 66

Lansing, KS

Edward Jones

Tyler Jinks is a financial advisor at Edward Jones in Lansing, Kansas, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lineage from 2011 to 2018. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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Ryan M

CFP®, Series 66

Gladstone, MO

Edward Jones

Ryan Mitchell is a CFP® professional associated with Edward Jones in Gladstone, MO, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-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 financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Dawn C

Series 66

Smithville, MO

Cetera

Dawn Cramer is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. Her prior work includes positions at Commonwealth Financial Network and her own firm, Cramer Capital Management LLC. She serves on the Clay County Domestic Violence Advisory Board and the Children's Fund board. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

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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Brian K

ChFC®, Series 66

Leavenworth, KS

Edward Jones

Brian Keeley is a financial advisor at Edward Jones in Leavenworth, KS, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Gregory M

Series 66

Gladstone, MO

Edward Jones

Gregory Meyer is a financial advisor at Edward Jones with seven years of experience. He holds a Series 66 designation and has a background that includes roles at The Tour Shop, Golfsmith, Golf Galaxy, and National University. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

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

College savings (529s, UTMA, etc.)
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Erica K

CFP®, Series 63

Kansas City, MO

Edward Jones

Erica King is a CFP®-certified financial advisor with Edward Jones in Kansas City, MO, where she has worked since 2002. She holds a Series 63 license and has 23 years of industry experience. 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 network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Planning for children with special needs Founder/Business Owner
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Michael E

Series 66

Parkville, MO

Edward Jones

Michael Emmick is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is involved with MRE Holdings LLC, a rental property business in Parkville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

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

Series 66

Smithville, MO

Edward Jones

David Cooper is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Derr Equipment from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Retirement income strategy Retirement withdrawal strategies Business ownership considerations Wealth management Founder/Business Owner
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Jeffrey H

Series 66

Kansas City, MO

Merrill

Jeffrey Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1983, providing financial advisory services to a broad range of clients including corporate executives, business owners, high net worth families, and nonprofit organizations. Jeffrey's approach emphasizes active listening and personalized portfolio management, employing research and strategies aimed at risk mitigation and the achievement of clients' financial goals. He also collaborates with clients' other advisors to develop tax minimization and estate planning strategies. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Science degree in Accounting from Clemson University. Throughout his career, Jeffrey has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times. Beyond his professional work, Jeffrey is active in his community. He is involved with Habitat for Humanity of Bucks County, Advocates for the Homeless and Those in Need, and the Kiwanis Club of Washington Crossing-Yardley. He resides in Newtown, Pennsylvania, where he enjoys spending time with his family and pursuing personal interests such as fishing, golfing, and participating in local church activities.

Wealth management Retirement income strategy Executive Established Professionals Approaching retirement Parents
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Carol B

Series 63, Series 65

Gladstone, MO

Morgan Stanley

Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael W

Series 63, Series 66

Kansas City, MO

J.P. Morgan Securities

Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Bruce C

Series 63, Series 65

Smithville, MO

Cetera

Bruce Cramer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has previously worked with Commonwealth Financial Network and leads Cramer Capital Management LLC as its president. Outside of advising, he holds leadership roles in several nonprofit and community organizations, including serving as treasurer for Tri County Mental Health Services and vice chair of the Northland Community Foundation. Cetera Investment Advisers LLC provides services through a national network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party managers with various program structures and supervisory frameworks.

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 T

Series 66

Leavenworth, KS

Cetera

David Tipple is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. His background includes roles at Bank of the West and LPL Financial. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services with access to various third-party money managers and multiple program structures.

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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Cynthia M

Series 63, Series 65

Platte City, MO

LPL Financial

Cynthia Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she is involved in a family business that operates a local gift basket company, assisting with marketing, assembling baskets, and managing billing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging research and technology to provide both discretionary and non-discretionary portfolio management.

College savings (529s, UTMA, etc.)
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