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Andrew H
Series 66
Independence, MO
Edward Jones
Andrew Hammer is a Series 66 licensed financial advisor with Edward Jones, based in Independence, MO. He has 13 years of industry experience, all of which has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Douglas W
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Douglas Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.
Maya D
Series 66
Lenexa, KS
J.P. Morgan Securities
Maya Dahab is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 11 years of industry experience. She has worked at Merrill, Bank of America, and J.P. Morgan Chase Bank before joining J.P. Morgan Securities in 2020. J.P. Morgan Securities LLC 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.
Nicholas S
Series 63, Series 65
Liberty, MO
LPL Enterprise
Nicholas Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Pruco Securities, East Fork Holding LLC, and Smith Insurance and Financial Services. Outside of advising, he serves on the board of Main Street Albany, a nonprofit organization, and manages property maintenance for Grandview Cemetery Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings including financial planning and access to various asset managers.
Robert C
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Robert Chapline is a financial advisor with Morgan Stanley in Kansas City, Missouri, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.
Kemper K
Series 66
Kansas City, MO
Edward Jones
Kemper Kellerstrass is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kellerstrass worked for eight years with the Clinton County RIII School District. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Peter M
CFP®, ChFC®, Series 63
Overland Park, KS
Cetera
Peter Menihan is a CFP® and ChFC® with 45 years of experience in financial services. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2018. Menihan also serves as the owner and CEO of The Menihan Co., LLC, an insurance and financial services firm, and acts as trustee of an irrevocable trust. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of investment management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm utilizes a multi-manager platform combining affiliated and third-party managers with various program options across discretionary and non-discretionary authorities.
James S
Series 63, Series 65
Kansas City, MO
Morgan Stanley
James Swope is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 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 with a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers both direct and employer-sponsored plans, managing approximately $2.74 trillion in client assets.
Ryan M
Series 66
Roeland Park, KS
Edward Jones
Ryan Mc Bride is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at REVELxp for five years and has held various roles outside of finance, including positions in student recreation and hospitality. 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 solutions supported by a large nationwide network of financial advisors and branch offices.
Robert B
Series 63, Series 66
Kansas City, MO
Edward Jones
Robert Becker is a financial advisor with Edward Jones in Kansas City, MO. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he provides baseball hitting lessons to high school players. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Mathew V
Series 63, Series 65
Prairie Village, KS
Edward Jones
Mathew Vetter is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at Macquarie Investment Management/Delaware Distributors, L.P., and Waddell & Reed, Inc/Ivy Distributors, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and provides overlay and tax-efficient services under a fiduciary standard.
Susan B
Series 66
Independence, MO
Edward Jones
Susan Butler is a Series 66–licensed financial advisor with Edward Jones, based in Independence, MO. She has three years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.
Ronald P
Series 63, Series 65
Overland Park, KS
Mercury Capital Management, Inc.
Ronald Papa is a financial advisor at Mercury Capital Management, Inc. with 27 years of industry experience. He has been with Mercury Capital Management since 1998 and holds the Series 63 and Series 65 designations. Mercury Capital Management, Inc. is a small investment advisory firm serving individual clients with approximately $15.7 million in assets under management. The firm focuses on non-high-net-worth individuals and provides ongoing portfolio management and investment advisory services through a two-advisor team.
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