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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.
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.
Jeremy S
Series 66
Excelsior Springs, MO
Edward Jones
Jeremy Stone is a financial advisor with Edward Jones in Excelsior Springs, MO, holding the Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Fastenal from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. 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.
Lance P
Series 63, Series 66
Kearney, MO
Fidelity
Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.
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.
Michelle J
CFP®, ChFC®, Series 63
Kansas City, MO
Edward Jones
Michelle Jarvis is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones in Kansas City, MO since 2005. 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 under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.
Nancy M
Series 63, Series 65
Liberty, MO
LPL Financial
Nancy Mcelroy is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in a farming business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.
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.
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.
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.
Melinda B
Series 66
Liberty, MO
Edward Jones
Melinda Byrd is a financial advisor with Edward Jones in Liberty, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at General Mills for nine years and took a one-year sabbatical before starting her advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 advisors.
Gregory D
Series 63, Series 66
Liberty, MO
Cetera
Gregory Decamp is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Cetera Wealth Services, Summit Financial Group, and Fraizer Decamp Financial Services, where he continues to engage in insurance brokerage including group health and life insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, 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 that includes both affiliated and third-party investment options.
Kyle A
Series 66
Liberty, MO
LPL Financial
Kyle Allain is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for seven years and has experience as an independent consultant and in healthcare-related companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology such as machine learning to support its investment strategies.
Adam G
Series 66
Kearney, MO
Raymond James & Associates
Adam Gay is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc for 10 years. His current tenure at Raymond James began in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory 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.
Jason P
Series 66
Kearney, MO
Cetera
Jason Pierret is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Edward Jones for seven years and has been affiliated with Cetera and Eagle Wealth Planning, LLC since 2021. He serves as a board member of the Kearney Education Foundation, a nonprofit organization involved in scholarship selection and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple custodial relationships.
John B
Series 66
Liberty, MO
Cetera
John Blanton is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Spencer Financial Services, Inc. Outside of his advisory work, Blanton serves as a junior high and high school basketball coach at a local Christian school and is a part owner of a skincare business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.
Aaron H
CFP®, Series 66
Liberty, MO
LPL Financial
Aaron Hill is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2021. Prior to this, he was involved with Hill & Mitchell Group LLC and H2 Tax Service LLC, and served on the Liberty Citizens Sales Tax Oversight Committee for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, and retirement plan consulting to individuals, institutions, and organizations nationwide through a large network of representatives. The firm offers a wide range of discretionary and non-discretionary management services, utilizing model portfolios and research from various sources.
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.
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.
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