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Gabriel H

Series 63, Series 65

Kansas City, MO

Merrill

Gabriel Harrington is a Financial Advisor with Merrill, serving on The Plaza Team in Kansas City, MO. He works with clients to plan for their futures by understanding their current circumstances and goals. Clients seek his advice and guidance for practical, meaningful financial strategies, and he focuses on providing long-lasting solutions tailored to individual situations. Gabriel specializes in areas including education planning, employee benefits planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and tax minimization. He and his team assist busy professionals by offering customized portfolios, tax-efficient planning for individuals and business owners, asset titling consultation, and access to banking and lending services through Bank of America, N.A. He holds a Bachelor's Degree from the University of Missouri-Columbia and has earned professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel is involved in community organizations including Cultivate KC and Lead to Read. In his personal time, he enjoys baseball, golfing, music, and watching movies.

Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.) Planning for children with special needs Business exit / sale strategy Young Professionals
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Rory K

Series 63, Series 66

Overland Park, KS

OSAIC

Rory Kuhn is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He has held roles at Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Kuhn holds Series 63 and Series 66 licenses and also owns a fixed insurance business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using proprietary asset-allocation tools and automated portfolio rebalancing.

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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Melinda D

Series 66

Lenexa, KS

Cetera

Melinda Dixon is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. In addition to her advisory role, she is an insurance agent selling life, health, disability, long-term care, and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and 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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James K

Series 66

Prairie Village, KS

LPL Financial

James Knapp Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His previous roles include positions at Morgan Keegan & Company, Ameriprise Advisor Services, and Morgan Stanley. In addition to his advisory work, Knapp teaches investment-related courses at Johnson County Community College and contributes as a financial columnist and author for multiple publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing various investment strategies and technology tools to support client account management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Paul R

Series 63, Series 65

Liberty, MO

OSAIC

Paul Richards is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Phoenix Life. Richards also acts as a life insurance agent outside of his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses technology-driven portfolio construction and supports both discretionary and non-discretionary account management.

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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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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James Y

Series 66

Independence, MO

Thrivent Investment Management

James Yanez is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management, based in Overland Park, KS. Prior to joining Thrivent, he worked in property valuation and held positions outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services through a consolidated billing option while maintaining separation between the two.

Business ownership considerations
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Eric V

Series 66

Fairway, KS

J.P. Morgan Securities

Eric Vincent is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Fairway, KS, with five years of industry experience. He previously worked at Bank of America/Merrill Lynch for eleven years before joining J.P. Morgan in 2026. Outside of his advisory role, he owns a sole proprietorship specializing in buying and selling pre-owned luxury watches and also works as a delivery driver for DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Shana S

CFP®, Series 66

Prairie Village, KS

Edward Jones

Shana Scicluna is a CFP® professional with 10 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Prairie Village, Kansas. Edward Jones is a full-service wealth management firm catering to more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Retirement withdrawal strategies Business exit / sale strategy Business ownership considerations Founder/Business Owner Professional Athlete
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Gary S

Series 63, Series 65

Kansas City, MO

UBS Financial Services

Gary Smith 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. He has been with UBS since 2009. Outside of his advisory role, he is involved in local hunting clubs, serving as president of Onanole West Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

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

CFP®, Series 66

Mission, KS

Edward Jones

Matthew Heitmann is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds a Series 66 designation and is based in Mission, KS. 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.

Charitable giving & philanthropy Retirement income strategy Retirement withdrawal strategies Business ownership considerations General retirement planning Founder/Business Owner Engineering Professional
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Gregory B

Series 66

Gladstone, MO

Edward Jones

Gregory Brummitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns a business focused on buying pallets and reselling items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Kenneth Orlonzo H

Series 66

Kansas City, MO

Charles Schwab

Kenneth Orlonzo Hedrington Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Merrill Lynch, JP Morgan Chase, and U.S. Bank. Outside of his advisory work, he is a self-published author of a children’s book. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a client relationship model that includes both non-discretionary advisory recommendations and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Brady L

Series 66

Lenexa, KS

Cambridge Investment Research Advisors

Brady Larson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Instacart as well as engaging in independent insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, with various portfolio management options and tailored strategies across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Shannon S

CFP®, ChFC®, Series 66

Independence, MO

Edward Jones

Shannon Sundberg is a financial advisor with Edward Jones in Independence, MO, holding the CFP®, ChFC®, and Series 66 designations. She has six years of industry experience, including seven years with Truman Heartland Community Foundation before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Andrew P

Series 66

Kansas City, MO

Edward Jones

Andrew Powell is a Series 66 licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has six years of industry experience, with prior roles at Geico, Lowes, and involvement in community organizations including Radiant Life Church and the YMCA of Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Family Business General estate planning guidance Founder/Business Owner Hispanic/Latino/Latinx
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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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Teresa S

Series 63, Series 65

Independence, MO

Cetera

Teresa Steele is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Woodbury Financial Services, National Planning Corporation, and OSAIC. Steele is an elected board member of several local organizations in Independence, MO, including the Independence Chamber of Commerce and Truman Heartland Community Foundation, where she contributes to finance and scholarship committees. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Joseph M

Series 63, Series 65

Prairie Village, KS

LPL Financial

Joseph Melookaran is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2002. Outside of his advisory work, he has published a memoir. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Landon H

Series 66

Shawnee, KS

Merrill

Landon Harris is a financial advisor with Merrill, holding a Series 66 designation and currently based in Shawnee, KS. He has been with Merrill and Bank of America since 2026, following prior roles including five years at Bank of America and experience at G4S Secure Solutions USA and Amazon.com, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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