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Joanne M

Series 66

Kansas City, MO

Cetera

Joanne Mcknight is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Her prior work includes roles at LPL Financial, Waddell & Reed, UBS Financial Services, and Citigroup Global Markets. She is based in Kansas City, MO. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors and more than $256 billion in assets under management.

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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John J

Series 66

Lenexa, KS

Edward Jones

John Johnson is a Series 66 licensed financial advisor with three years of industry experience, currently working at Edward Jones in Lenexa, KS. Prior to joining Edward Jones, he held positions in the USD 453 and USD 512 school districts from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Divorce financial planning Business ownership considerations Founder/Business Owner LGBTQIA
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Sarah M

Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Sarah Mayerle is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Lockton Companies and Textron Aviation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies via multiple custody platforms and a combination of proprietary and third-party model solutions.

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

Series 66

Kansas City, MO

OSAIC

Adeline Kropf is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Equitable Advisors, LLC. Outside of her advisory role, she is an agent for Sterk Financial Services Inc., which provides insurance and employee benefits. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with multiple platforms and tools for customized portfolio 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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Christopher W

Series 63, Series 65

Mission Woods, KS

Wells Fargo Clearing

Christopher Walker is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Melissa J

Series 63, Series 65

Kansas City, MO

LPL Financial

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Merrill for one year. Outside of her advisory role, she works part-time as a guest services representative for the Kansas City Chiefs Football Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and various advisory platforms.

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

Series 66

Shawnee, KS

Mass Mutual Investors Services

Joseph Glavinich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Waddell & Reed, Alpaca Securities LLC, and AlpacaDB, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James M

Series 66

Kansas City, MO

Edward Jones

James Mancuso is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edward Jones since 2019, following prior roles at Umb and TCS John Huxley. Based in Kansas City, MO, he currently serves clients through Edward Jones. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Basehor, KS

Primerica Advisors

William Milhon is a financial advisor with Primerica Advisors in Basehor, Kansas, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mikaela B

Series 66

Leawood, KS

Raymond James Financial

Mikaela Blocher is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has prior experience at First National Bank of Omaha, where she worked for 20 years. Outside of her primary advisory role, Blocher is also associated with First Investments and Planning in a financial advisor capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and has unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

ChFC®, Series 63, Series 66

Kansas City, MO

Edward Jones

Ryan Springer is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Springer has been with Edward Jones since 1998. Outside of his advisory role, he serves as an advisory board member for The National Golf Club of Kansas City. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jason J

Series 63, Series 66

Kansas City, MO

Raymond James Financial

Jason Januska is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and New York Life. Outside of his advisory work, he owns Tall Oak Designs, a custom woodworking business specializing in kitchen products and other wood creations. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, corporations, pension plans, and institutional clients with financial planning and investment consulting. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Lindsey Stewart is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

General estate planning guidance
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Thomas R

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Thomas Riordan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market research.

General estate planning guidance
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Benjamin P

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Benjamin Panos is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent four years at Citigroup Global Markets. Outside of his advisory role, he is a partner in an agricultural business called Steel Bridge Cattle Company LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kelsey C

Series 66

Leawood, KS

LPL Financial

Kelsey Cope is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She worked at Waddell & Reed, Inc for nine years before joining LPL Financial, where she has been since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Kansas City, MO

Raymond James Financial

Franz Braun is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2026, he worked extensively with UMB Bank and its affiliates for over three decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors various advisory programs, including municipal and SIMPLE IRA plan services.

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

Series 66

Lansing, KS

Edward Jones

Brennan Hurt is a financial advisor with Edward Jones in Lansing, KS, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Aflac and PRG. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Casey P

Series 66

Olathe, KS

Edward Jones

Casey Payton Bowles is a financial advisor at Edward Jones with eight years of experience at the firm and two years in the industry. He previously worked at Meridian Valley Country Club. 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.

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

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

OSAIC

Randy Mcqueen is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic since 2018, following his tenure at Signator Investors, Inc. from 2016 to 2018. Mcqueen also serves as president of McQueen Financial Group, providing fixed insurance products as part of his financial planning services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

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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