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Edwin K

CFP®, ChFC®, Series 63

Kansas CIty, MO

Raymond James Financial

Edwin Kerley is a financial advisor with Raymond James Financial in Kansas City, MO, holding CFP® and ChFC® designations and possessing 41 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Money Concepts Capital Corp. He is also associated with First National Bank of Omaha, where he provides financial planning and wealth management advice to individuals and business owners. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm provides tailored, typically non-discretionary advisory services and maintains a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Brooke T

Series 66

Kansas City, MO

Merrill

Brooke Tarvin is a financial advisor at Merrill with eight years of experience, including prior roles at Bank of America Private Bank and Phillips McElyea Carpenter & Welcg PC. She holds a Series 66 designation and serves as Treasurer and Board Member of the KC Express Network American Business Women’s Association. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Passive / index investing
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Hannah B

Series 66

Kansas City, MO

Edward Jones

Hannah Bellau is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation. She has experience with several firms, including Prime Capital Financial, Orange Sky, Aspyre Wealth Partners, Fidelity Investments, and Commerce Bank, along with multiple roles at Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive Women Professionals Women's Finance
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Heather H

Series 66

Independence, MO

Edward Jones

Heather Heron is a financial advisor at Edward Jones in Independence, MO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Envision Eyecare and Waddell & Reed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting its services with a large network of financial advisors and branch offices nationwide.

Divorce financial planning Caring for aging parents Retired Founder/Business Owner Executive LGBTQIA Divorced Widow/Widower Women Professionals Women's Finance
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Austin K

ChFC®, Series 65

Overland Park, KS

LPL Financial

Austin Kuehl is a financial advisor with LPL Financial based in Overland Park, KS, holding the ChFC® designation and Series 65 license, with seven years of industry experience. He previously worked at Stepp & Rothwell, Inc. and has been associated with BMG Advisors since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Shawn C

Series 63, Series 65

Fairway, KS

Edward Jones

Shawn Creger is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he is the owner of JLO Investments LLC, a real estate business based in Fairway, Kansas. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Planning for children with special needs Founder/Business Owner
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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.

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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Larry V

Series 63, Series 65

Kansas City, MO

LPL Financial

Larry Vawter is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he serves as a successor trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Paul N

Series 63, Series 65

Kansas City, MO

OSAIC

Paul Nunes is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Nunes is a 50% owner of PGN Financial Services LLC, which supports business operations including office leasing and marketing. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm utilizes a range of asset allocation tools and provides access to various investment platforms and third-party money managers.

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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Steven A

CFP®, Series 66

Mission, KS

Edward Jones

Steven Anderson is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015. 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 and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

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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Brian W

Series 63, Series 66

Lenexa, KS

Fidelity

Brian Wacha is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co. and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Jennifer H

Series 66

Kansas City, MO

Raymond James Financial

Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 credential and 14 years of industry experience. She previously worked extensively at UMB Bank and related entities for over two decades. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients, including pension plans and municipal entities. The firm offers tailored, primarily non-discretionary advice supported by risk-based reviews and benefits from a broad affiliate network that includes public finance and institutional fiduciary capabilities.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability 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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Margo S

CFP®, Series 63, Series 65

Kansas City, MO

Wells Fargo Advisors

Margo Shepard is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Shepard serves on the investment committee and finance council for the Catholic Diocese of Kansas City St. Joseph. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines proprietary research and tools with multiple service and product channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joel M

Series 63, Series 65

Prairie Village, KS

LPL Financial

Joel Mc Ginness is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2022, he worked for various insurance carriers and Waddell & Reed, Inc. from 2008 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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William G

Series 66

Kansas City, MO

Morgan Stanley

William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

General estate planning guidance
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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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Archie K

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and began his career at Citigroup Global Markets in 2000. Outside of his advisory role, he owns Maasai Investments, LLC, which involves property management and business development, and he is also associated with Mosquito Squad, a pesticide control advisory business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm uses a structured financial planning process with firm-approved tools and offers diverse investment and planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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