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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.
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.
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.
Jesse S
Series 66
Lees Summit, MO
LPL Financial
Jesse Snow is a financial advisor with LPL Financial in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., and operating his own firms, Jesse Snow, LLC and Mid-Missouri Group LLC. He has also been involved with the Divorce Care Center and insurance-related activities during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.
Daniel D
Series 63, Series 65
Lee's Summit, MO
LPL Financial
Daniel Dornan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is currently involved in business development at The Bank of Missouri. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
John K
Series 63, Series 66
Lees Summit, MO
Raymond James Financial
John Kliewer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 31 years of industry experience. His prior work includes roles at Columbus Life, John Hancock Life Insurance Companies, and Waddell & Reed, Inc. Outside of his advisory work, he owns Uncommon Business Enterprises, LLC. 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 institutions. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Spencer M
CFP®, Series 66
Harrisonville, MO
Edward Jones
Spencer Morse is a CFP® professional with four years of industry experience, currently advising clients at Edward Jones since 2021. Prior to joining Edward Jones, he worked at MarksNelson LLC and Valbridge Property Advisors. 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, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.
Marsha C
Series 63, Series 66
Belton, MO
Raymond James Financial
Marsha Clark is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. Her career includes positions at Money Concepts Capital Corp and Ameriprise Financial Services, Inc. In addition to her advisory work, she prepares taxes for family and friends on a part-time basis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, offering tailored, non-discretionary advice supported by analytical tools and a large advisor network.
Mark J
Series 63, Series 65
Kansas City, MO
Primerica Advisors
Mark Jones is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1992. Outside of his advisory role, Jones is involved in selling loan products and home security services through affiliated companies and owns a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.
Jeffrey A
Series 63, Series 66
Lees Summit, MO
Ameriprise
Jeffrey Akright is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Allstate and BOK Financial Securities. Outside of financial advising, he works in logistics as a package handler for United Parcel Service. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing advice focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.
Jordan R
Series 66
Harrisonville, MO
Edward Jones
Jordan Raffety is a financial advisor with Edward Jones in Harrisonville, MO, holding a Series 66 designation and with 10 years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.
Jaimie M
Series 66
Lees Summit, MO
LPL Financial
Jaimie Morrison is a Series 66-credentialed financial advisor with 18 years of industry experience. She is currently with LPL Financial and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Morrison operates under Carmack Capital Management as a DBA for her 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.
Lori W
CFP®, Series 66
Harrisonville, MO
Edward Jones
Lori Watson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Harrisonville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.
Laura H
Series 63, Series 65
Lee's Summit, MO
Edward Jones
Laura Hudson is a financial advisor with Edward Jones in Lee's Summit, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.
Janet L
Series 66
Grandview, MO
Thrivent Investment Management
Janet Lakanen is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Ausdal Financial Partners and Northwest Bank and Trust prior to joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across areas such as retirement, tax, estate, and special needs without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.
Thomas B
CFP®, Series 63
Lee's Summit, MO
LPL Financial
Thomas Bales is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 34 years of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for approximately 30 years. In addition to his advisory work, he operates a part-time tax practice and is involved in a tax preparation and accounting business in Lee’s Summit, MO. 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 portfolios, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.
Bradley W
Series 66
Lees Summit, MO
Edward Jones
Bradley Williams is a financial advisor at Edward Jones with Series 66 credentials and four years of experience at the firm. Prior to joining Edward Jones, he worked at Beumer Corporation for twelve years. 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 options, supported by a large network of advisors and branch offices across the country.
Joseph H
Series 63, Series 66
Lees Summit, MO
Edward Jones
Joseph Hyde is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.
Kevin W
Series 66
Lees Summit, MO
LPL Financial
Kevin Wood is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His prior roles include work with Waddell & Reed Inc. and involvement with multiple community organizations such as the Cass County Historical Society and the Harrisonville Chamber of Commerce. Wood has also managed a consulting business and participated in local foundations and initiatives related to health and heritage. 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 solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation techniques.
Brad S
Series 63, Series 65
Lee's Summit, MO
Morgan Stanley
Brad Shaw is a financial advisor with Morgan Stanley in Lee's Summit, MO, holding Series 63 and Series 65 credentials and has 47 years of industry experience. He previously worked at Citigroup Global Markets from 1997 to 2009 before joining Morgan Stanley, where he has been since 2009, including a role at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and utilizes firm-approved tools and economic modeling to help clients develop financial plans.
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