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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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Andrew N

Series 66

Kansas City, KS

Edward Jones

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 with a large nationwide network of financial advisors and offers a range of advisory programs, 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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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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Frederick P

Series 66

Kansas City, MO

Edward Jones

Frederick Prewitt is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

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

Series 66

Parkville, MO

Edward Jones

Leanne Wasleski is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2016, with a brief gap between 2017 and 2024, and has prior involvement with Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, 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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Kelsey B

CFP®, Series 63, Series 66

Kansas City, MO

OSAIC

Kelsey Bankey is a CFP® with 19 years of industry experience, currently affiliated with OSAIC since 2024. She previously worked at Woodbury Financial Services, Inc for 13 years and has experience in agricultural work with the Gery Hagerty Family Farm. Outside of advisory roles, she owns Two Bird Dog Merch LLC, a business focused on designing and decorating merchandise for bands and music events. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, combining internally managed accounts with access to third-party money managers and wrap programs.

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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Victoria L

Series 66

Parkville, MO

Edward Jones

Victoria Luke is a financial advisor at Edward Jones in Parkville, MO, holding a Series 66 designation and starting her advisory career in 2024. Prior to joining Edward Jones, she worked in education and customer service roles, including positions in the North Kansas City School District and at DoorDash. Outside of finance, she previously managed a board game cafe. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

Series 63, Series 65

Tonganoxie, KS

OSAIC

Gerald Rocheleau III is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc., Centaurus Financial Inc., and Kestler Financial Group. Outside of his advisory role, he consults with insurance agents and registered representatives on implementing insurance services, including case research, product training, and marketing plans. Osaic Wealth, Inc. serves a wide range of clients from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers. The firm employs various asset-allocation tools and supports multiple advisory platforms, managing portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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Darren P

Series 66

Parkville, MO

Edward Jones

Darren Prather is a financial advisor at Edward Jones in Parkville, MO, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at KOAM-TV for 34 years and has been affiliated with Pittsburg State University since 2010. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Retired Founder/Business Owner Executive
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Eric M

Series 66

Kansas City, KS

Edward Jones

Eric Mc Tye is a financial advisor at Edward Jones in Kansas City, KS, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Doctor or Medical Professional Public Service Employee
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Jessica L

Series 66

Kansas City, KS

Edward Jones

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Planning for children with special needs Wealth management Retired Founder/Business Owner Executive
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Kolin H

Series 65

Plat City, MO

LPL Financial

Kolin Hayes is a Series 65-licensed financial advisor with LPL Financial, based in Platte City, MO, with one year of industry experience. Prior to LPL Financial, he held positions at Aspyre Wealth Partners, MOKAN Wealth Management, Decades Wealth Management LLC, and Cerner. He is also the author of Decade Investor LLC, a side business he has operated since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range 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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Thomas H

Series 66

Kansas City, MO

Thrivent Investment Management

Thomas Henrichs is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Kansas City, MO, and has three years of industry experience. His career includes roles at Thrivent Financial and Aflac, as well as earlier positions in various fields such as education and landscaping. Outside of his advisory work, he serves as the Director of Stewardship at Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing option while maintaining separate service delivery.

Business ownership considerations
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Tyler G

Series 66

Platte City, MO

Edward Jones

Tyler Gardner is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. He has worked at Edward Jones since 2015. Outside of his advisory role, he tutors high school and college students in Mathematics, Excel, and SQL coding through Varsity Tutors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment management services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Parkville, MO

Edward Jones

Samuel Sinclair is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and five years of industry experience. Prior to his career in finance, he served in the U.S. Army from 2016 to 2020, including time with the MCCoE and the 3-227th Helicopter Battalion. 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 managed solutions, and operates under a fiduciary standard.

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

Series 66

Kansas City, MO

Edward Jones

Nicholas Walters is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Kansas State University, Hallbrook Country Club, and within several parks and recreation departments. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Inheritance planning Retired Founder/Business Owner Executive
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Eli W

CFP®, Series 63

Riverside, MO

Ameriprise

Eli Ward is a CFP®-designated financial advisor with Ameriprise in Kansas City, KS, bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured program supported by algorithmic tools and a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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