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Nicolas V
Series 63, Series 66
Liberty, MO
Edward Jones
Nicolas Vasquez is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Edward Jones, Vasquez worked with MWA Financial Services Inc and Modern Woodmen of America, and he has experience in education through his work with the Excelsior Springs School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.
Justin M
Series 66
Kansas City, MO
Morgan Stanley
Justin Mccandless is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Morgan Stanley since 2015 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.
Kelly M
Series 66
Kansas City, MO
Thrivent Investment Management
Kelly Mc Dowell Kinnett is a financial advisor at Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining Thrivent, she worked in various roles including at Rentokil North America and operated Kinnett Enterprises. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on goal-based financial planning and offers clients the option to combine planning with managed-account programs through a consolidated billing system while keeping the services separate.
Jennifer M
Series 63, Series 65
Liberty, MO
Thrivent Investment Management
Jennifer Mclaughlin is a financial advisor with Thrivent Investment Management in Liberty, MO, holding Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with Thrivent Financial and its affiliated investment management firm since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing model while maintaining separate planning and portfolio management services.
Megan H
Series 66
Independence, MO
Edward Jones
Megan Hammer is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she was involved in marketing and transportation-related businesses. Outside of financial advising, she has been involved in a tanning salon as an on-call spray tanning specialist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
John B
Series 66
Liberty, MO
LPL Enterprise
John Bright is a Series 66-licensed financial advisor at LPL Enterprise with three years of industry experience. His prior roles include positions at Raymond James Financial Services and Waddell and Reed Financial. Outside of advisory work, he is also an associate at The Opus Group, involved in insurance and financial services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active financial product sales.
Mary V
Series 66
Lenexa, KS
LPL Financial
Mary Van Sickle is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Her prior experience includes roles at Beautycounter, where she also serves as a consultant for beauty products, Allstate Financial Services, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.
Kevin R
ChFC®, Series 66
Liberty, MO
Edward Jones
Kevin Rhine is a financial advisor at Edward Jones in Liberty, MO, holding the ChFC® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 12 years at National Express. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies supported by affiliated mutual funds and a proprietary money market fund.
Michael W
Series 63, Series 66
Kansas City, MO
Merrill
Michael Wakes is a Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. With 19 years of experience in financial services, he focuses on helping clients define their financial goals and develop tailored strategies to manage priorities such as legacy planning, personal retirement planning, and tax minimization. He holds a Bachelor's Degree from the California State University System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael applies a disciplined process that involves understanding his clients' financial situations and what matters most to them and their families. Outside of his professional role, Michael is involved with Junior Achievement of Greater Kansas City and Junior Achievement of Kansas. His personal interests include cooking, singing, spending time with his family, and traveling.
Michael U
Series 66
Kansas City, MO
LPL Financial
Michael Unnerstall is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services, Inc. for eight years. He also serves as a financial advisor for Commerce Bank in a non-investment-related capacity. 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 variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
William W
Series 66
Kansas City, MO
UBS Financial Services
William Wolbach is a Series 66-credentialed financial advisor with UBS Financial Services in Kansas City, MO, where he has worked since 2006. He has 23 years of industry experience. Wolbach holds various community and nonprofit roles, including board memberships at the Kansas City Country Club and the Kansas City Art Institute, and serves on investment committees for the Nelson Atkins Museum of Art and Children’s Mercy Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, employing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management and capital markets services.
Lindsey F
Series 66
Kansas City, MO
LPL Financial
Lindsey Freese is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and utilizes model portfolios and research from internal and third-party sources.
Patrick B
Series 66, Series 63
Independence, MO
Edward Jones
Patrick Bolger is a financial advisor at Edward Jones with 30 years of industry experience. He has held his current position since 1996 and holds Series 66 and Series 63 credentials. Outside of his advisory role, he serves as a trustee of his deceased father's trust. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Amy B
Series 66
Kansas City, MO
Edward Jones
Amy Berry is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2012. 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 strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.
Catherine W
Series 66
Kansas City, MO
Ameriprise
Catherine Wear is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in partnership with financial advisors like Wear.
Brett C
Series 66
Liberty, MO
Cetera
Brett Clemens is a financial professional at Cetera with two years of industry experience. He has worked with firms including Mont Wealth and Spencer Financial Services. Outside of his advisory roles, Clemens instructs local classes on the Perspectives curriculum at Frontier Mission Fellowship. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers across discretionary and non-discretionary programs.
Jeffrey J
Series 66
Westwood, KS
LPL Financial
Jeffrey Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and has been associated with Midwestern Financial Group since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with options for both discretionary and non-discretionary management.
Cameron P
Series 66
Lees Summit, MO
LPL Financial
Cameron Pumphrey is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Mid-Missouri Group LLC, Waddell & Reed Inc, and various insurance carriers. Pumphrey is also involved as a general partner with Mid-Missouri Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.
Michael J
Series 63, Series 65
Overland Park, KS
OSAIC
Michael Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Woodbury Financial Services, Cornerstone Companies, and Creative Planning. Outside of advisory work, he has worked as a contracted delivery driver for DoorDash. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.
Dewanda L
Series 66
St Liberty, MO
Cetera
Dewanda Lacy is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, she worked for Oracle (formerly Cerner) for 19 years. She also holds the position of Operations Manager at Spencer Financial, where she supports registered advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and unaffiliated managers.
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