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John C

Series 66

Lees Summit, MO

LPL Financial

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.

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

Series 66

Lees Summit, MO

Edward Jones

Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary 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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Scott H

Series 63, Series 66

Lees Summit, MO

Raymond James Financial

Scott Hocker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Raymond James, he worked with MassMutual and American Family Insurance. He is also the owner of Hocker Financial Services, LLC, a company established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen R

Series 63, Series 65

Lees Summit, MO

LPL Financial

Stephen Rodewald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Waddell & Reed, Ram & Associates LLC, and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides comprehensive financial planning and advisory services, utilizing both discretionary and non-discretionary management and access to research, model portfolios, and advanced technology solutions.

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

Series 66

Greenwood, MO

LPL Financial

Madelynn Nacke is a financial advisor with LPL Financial in Greenwood, MO, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked in various positions including at the City of Pleasant Hill, MO, and the City of Independence Water Department. Outside of her advisory work, she is involved as a consultant and direct sales representative for Wineshop at Home. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs and investment management options supported by research and technology tools.

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

Series 66

Pleasant Hill, MO

Edward Jones

Devin Ceperley is a financial advisor with Edward Jones in Pleasant Hill, MO, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with First Baptist Church Grain Valley, the Kansas City Chorale, and the Blue Springs R-IV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 63, Series 65

Lee's Summit, MO

UBS Financial Services

Kelley Edwards is a financial advisor with UBS Financial Services in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, Edwards serves as treasurer for Midwest Adaptive Sports, a charity focused on coordinating youth athletic programming, and assists with invoicing and inventory for W H Edwards Company, a wholesale snack food distributor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor investment solutions.

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

Series 66

Freeman, MO

Fidelity

Chance Vanausdall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at 1st Choice Property Preservation and served in the Kansas Air National Guard for multiple years. Outside of his advisory work, he is the sole proprietor of VanAusdall LLC, a homestead operation involving general farm chores, animal transport, canning, and baking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios used across intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Michael K

CFP®, Series 63, Series 65

Lees Summit, MO

Cetera

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

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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Sean L

Series 65, Series 66

Lees Summit, MO

Fisher Investments

Sean Lenz is a financial advisor with Fisher Investments, holding Series 65 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Pacer Financial, American Century Investment Services, and Wells Fargo Advisors. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended strategies. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management techniques in its services.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Jacob Q

Series 63, Series 66

Lees Summit, MO

LPL Financial

Jacob Quint is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing Services, MML Investors Services, and Highpointe Financial Group. Outside of his advisory work, he has managed a family farm since 2008. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large 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 supported by research, model portfolios, and various specialized investment strategies.

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

Series 66, Series 63

Lees Summit, MO

LPL Financial

Wiebke Rupard is a financial advisor at LPL Financial with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Waddell & Reed and SAB Homes. Rupard is also involved with Life Goals Strategies Group, where she serves as a notary in addition to her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party providers.

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

Series 66

Raymore, MO

Edward Jones

Jason Wood is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Cole W

Series 63, Series 66

Harrisonville, MO

Edward Jones

Cole Welhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2023. His prior roles include positions at Northwestern Mutual, American Century Investments, and Metropolitan Environmental Trust. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Dennis B

CFP®, Series 63, Series 65

Lees Summit, MO

Raymond James Financial

Dennis Bacon is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2015. Prior to this, he was with Broker Source from 2016 to 2018. Outside of his advisory role, Bacon is involved in coaching and facilitating mastermind groups, and he operates a business focused on accounting and operational consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and charitable clients. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling to support client decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brandon Y

Series 66

Lees Summit, MO

Edward Jones

Brandon Yocum is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Envista Credit Union for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of 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 and offers various advisory programs and investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Intergenerational Families
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Jane R

ChFC®, Series 63, Series 66

Raymore, MO

Edward Jones

Jane Redmond is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Redmond has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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Andrea O

Series 66

Lees Summit, MO

Edward Jones

Andrea O'camb is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Central Bank for two years and F&C Bank for five years. Andrea holds the Series 66 designation and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of about 23,701 advisors and 15,121 branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, 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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Fred Y

Series 66

Belton, MO

Edward Jones

Fred Yonker 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 his advisory role, he is involved in crop yield activities in Freeman, Missouri. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Jesse S

Series 66

Lees Summit, MO

LPL Financial

Jesse Snow is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed, Mid-Missouri Group LLC, and Divorce Care Center. Outside of his advisory role, he has been involved with insurance-related business activities and operated his own LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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