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Amy P

CFP®, Series 66

Olathe, KS

Edward Jones

Amy Palmer is a CFP® with 12 years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Reinhardt Financial Services Inc, Cambridge Investment Research, Inc., and operated her own advisory practice. Outside of financial advising, she is the owner of Highland Waters LLC, a real estate management business. 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 nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Kyle M

Series 66

Olathe, KS

OSAIC

Kyle Mc Guffey is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, LLC, Kestra Investment Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He also serves as Director of Planning and Investment Operations at Gardner Wallace Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory, and managed account solutions.

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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Stanton S

CFP®, Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Stanton Specker is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Retired Founder/Business Owner
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James B

Series 66

Lenexa, KS

LPL Financial

James Blalock is a financial advisor with LPL Financial in Lenexa, KS, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commerce Brokerage Services Inc, Commerce Bank, HY-VEE Grocery, and Tracker Marine Boat Company. Outside of advisory work, he is involved with Commerce Financial Advisors, a DBA for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and leveraging advanced operational tools across its network of over 22,800 advisors.

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

Series 63, Series 66

Overland Park, KS

J.P. Morgan Securities

Anthony Domenella is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of the West, Scottrade, and other financial firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and distribution capabilities.

Wealth management Executive Founder/Business Owner
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David C

Series 66

Olathe, KS

Fisher Investments

David Crupper is a Series 66-licensed financial advisor based in Olathe, KS, with 18 years of industry experience. He has worked at Fisher Investments since 2021, following roles at Macquarie Investment Management, Delaware Distributors L.P., Ivy Distributors, Inc., and Waddell & Reed Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm employs a centralized Investment Policy Committee that uses quantitative and qualitative research to construct globally diversified portfolios, applying tax-aware strategies and risk management techniques.

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

Series 66

Leawood, KS

Equitable Advisors

Lawson Stroble is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, he worked briefly at Northwestern Mutual and has a diverse background including roles outside finance. He serves as a board member of the Children’s Center for Visually Impaired Children in Kansas City. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a range of clients from individuals to institutions. The firm employs a variety of advisory programs and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Sean A

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

Sean Aikmus is a CFP®-credentialed financial advisor with 24 years of industry experience, currently with LPL Financial since 2019. Prior to that, he worked at Woodbury Financial Services for 17 years. Outside of advising, he is involved with Shawnee Mission Duck Club LLC, a non-investment-related venture. 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 portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

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

Series 63, Series 66

Overland Park, KS

Cetera

Terence Sharma is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including Bank of America, Merrill, and Wells Fargo Advisors. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting discretionary and non-discretionary accounts across multiple program 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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Zachary E

CFP®, Series 66

Overland Park, KS

Cetera

Zachary Eckert is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. He has previously worked at Securian Financial Services and Minnesota Life Insurance Company and maintains his role as a financial advisor at Renaissance Financial Corp. In addition to his advisory work, he is active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm services a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers various portfolio management and financial planning solutions through a multi-manager platform.

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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Darnell H

Series 63, Series 66

Olathe, KS

Fidelity

Darnell Hendricks is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at Fidelity Investments LLC, Foothills Credit Union, Capitol Federal Savings Bank, and other organizations. Outside of finance, he was involved with Al's Radiant Detailing and Paint Correction. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with distinctive expertise in commodity pool operations and algorithm-driven investment strategies.

Charitable giving & philanthropy Active portfolio management
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David F

Series 63, Series 66

Olathe, KS

Edward Jones

David Felshaw is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he and his wife operate a small business named RYLIND CO, which is managed by his wife. Edward Jones is a 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

Overland Park, KS

Raymond James Financial

David Iannetto is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory role, he is active as a musician, playing, writing, and composing music with the band Sirens in the Suburbs. 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, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized programs for municipal finance and SIMPLE IRA employer consulting.

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

Series 66

Overland Park, KS

Edward Jones

Jeremy Duane is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Basys and Mylo, a Lockton Company, and spent fifteen years at Freightquote, By CH Robinson. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide 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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Stasha C

Series 66

Overland Park, KS

Cetera

Stasha Case is a Series 66 licensed financial advisor with 17 years of industry experience, currently with Cetera. She has held roles at Prosperity Advisory Group and its affiliated entities since 1994 and joined Cetera Advisors LLC in 2013. Outside of finance, she is involved in acting and singing on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and third-party manager access.

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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Loretta B

Series 66

Overland Park, KS

Cetera

Loretta Bills is a financial advisor with Cetera, holding a Series 66 license and possessing 11 years of industry experience. She has worked with several firms, including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Outside of her advisory role, she is a notary public and refers clients to a tax and accounting service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment 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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Kathleen H

Series 66

Spring Hill, KS

Edward Jones

Kathleen Heitman is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Farmers Insurance for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

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

ChFC®, Series 65

Overland Park, KS

LPL Financial

Austin Kuehl is a financial advisor with LPL Financial in Overland Park, KS, holding the ChFC® designation and a Series 65 license. He has seven years of industry experience, including prior roles at Stepp & Rothwell, Inc., and academic positions at the University of Kansas and Rockhurst University. He is also involved with BMG Advisors, operating as a DBA for his LPL business. 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 services including financial planning, model portfolios, and third-party asset management, supported by research tools and a large network of advisors.

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

Series 63, Series 65

Overland Park, KS

Wells Fargo Advisors

James Widman is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2013. Outside of his advisory work, he is involved with the Riverside Duck Club, a recreational duck hunting club in Missouri. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, among others. The firm combines advisory services with various financial product sales and referral channels.

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

Series 66

Overland Park, KS

Raymond James & Associates

Christopher Gibbs is a financial advisor at Raymond James & Associates with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Transamerica Financial Advisors, World Financial Group, Commerce Brokerage, and Ameriprise Financial Services. He is based in Overland Park, Kansas. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and portfolio management capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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