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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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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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Kenneth H

Series 63, Series 65

Platte City, MO

Cetera

Kenneth Hamada is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Avantax and LPL Financial and has managed his own practice, Hamada Wealth Management Group, LLC, since 2012. Outside of his advisory work, he serves on the board of the Northern AZ Foundation for Catholic Education and manages a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform that includes model portfolios, third-party managers, and customized strategies across various 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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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 with Cetera, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Cetera Wealth Services, LLC. She serves on the Clay County Domestic Violence Advisory Board and the Children's Fund board, both nonprofit organizations focused on community support. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various discretionary and non-discretionary 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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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 in Gladstone, MO, holding a Series 66 designation with seven years of experience at the firm. Prior to joining Edward Jones, he worked in retail and education sectors, including roles at Golfsmith, Golf Galaxy, and National University. In 2019, he also had a brief involvement with The Tour Shop. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers a variety of investment strategies and advisory services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

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 four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Advisors and RT Specialty. She is also a 50% owner of Emerald Legacy Advisors LLC and fully owns AVK Advisory Management LLC, both investment-related entities. 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, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jeffrey H

Series 66

Kansas City, MO

Merrill

Jeffrey Hill is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Prior to his career in finance, he worked for nearly two decades at Applebee's Neighborhood Grill and Bar. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple investment program strategies and benefits from integration with Bank of America affiliates, supporting a variety of capital-markets activities.

Tax-loss harvesting Active portfolio management Wealth management 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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