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Larry V

Series 63, Series 65

Kansas City, MO

LPL Financial

Larry Vawter is a financial advisor with LPL Financial based 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. Outside of his advisory role, he serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives using a variety of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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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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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Alicea K

Series 66

Kansas City, MO

LPL Financial

Alicea Konieczka is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Advisors and RT Specialty. She is also a 50% owner of Emerald Legacy Advisors LLC and fully owns AVK Advisory Management LLC, both investment-related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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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Braden W

Series 66

Kansas City, MO

LPL Financial

Braden Wilson is a financial advisor at LPL Financial in Kansas City, MO, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Ryan Transportation for three years. 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 financial planning and investment management services, including model portfolios, 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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Gabriel M

Series 63, Series 65

Kansas City, MO

LPL Financial

Gabriel Moser is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to LPL Financial, he worked at Northwestern Mutual Investment Services LLC and has experience in diverse roles including at The Onyx Collection and VeraNorth Capital Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies including model portfolios and third-party asset management.

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

CFP®, Series 63

Kansas City, MO

Edward Jones

Erica King is a CFP®-certified financial advisor with Edward Jones in Kansas City, MO, where she has worked since 2002. She holds a Series 63 license and has 23 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Planning for children with special needs Founder/Business Owner
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Michael E

Series 66

Parkville, MO

Edward Jones

Michael Emmick is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is involved with MRE Holdings LLC, a rental property business in Parkville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

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

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jeffrey H

Series 66

Kansas City, MO

Merrill

Jeffrey Hill is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Prior to his career in finance, he worked for nearly two decades at Applebee's Neighborhood Grill and Bar. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple investment program strategies and benefits from integration with Bank of America affiliates, supporting a variety of capital-markets activities.

Tax-loss harvesting Active portfolio management Wealth management Executive Established Professionals Approaching retirement Parents
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Carol B

Series 63, Series 65

Gladstone, MO

Morgan Stanley

Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael W

Series 63, Series 66

Kansas City, MO

J.P. Morgan Securities

Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Bruce C

Series 63, Series 65

Smithville, MO

Cetera

Bruce Cramer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has previously worked with Commonwealth Financial Network and leads Cramer Capital Management LLC as its president. Outside of advising, he holds leadership roles in several nonprofit and community organizations, including serving as treasurer for Tri County Mental Health Services and vice chair of the Northland Community Foundation. Cetera Investment Advisers LLC provides services through a national network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party managers with various program structures and supervisory frameworks.

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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David T

Series 66

Leavenworth, KS

Cetera

David Tipple is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Cetera and Frontier Community Credit Union, having previously worked at LPL Financial, Bank of the West, Bancwest Investment Services, and Thrivent Investment Management. Cetera Investment Advisers LLC serves a diverse client base including 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 multi-manager platform with access to affiliated and third-party 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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Cynthia M

Series 63, Series 65

Platte City, MO

LPL Financial

Cynthia Moore is a financial advisor at LPL Financial with 23 years of industry experience, including 22 years at LPL Financial. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved in a family business focused on a local gift basket company, where she assists with marketing, assembling products, and managing payments. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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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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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Rocco G

Series 66

Smithville, MO

Cetera

Rocco Giglio is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has held roles at several affiliated entities including Cetera Wealth Services and Cramer Capital Management, where he also serves as a financial administrator. Outside of advising, he is the treasurer of a nonprofit organization, Urban Core Group, and is an assistant freshman football coach at St. Pius X High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, supporting both discretionary and non-discretionary account 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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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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Andrew P

Series 66

Lansing, KS

Edward Jones

Andrew Patterson is a financial advisor at Edward Jones in Lansing, KS, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in facility management at Patterson & Co. and held various roles in education and construction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

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