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Jennifer G

Series 66

Lawrence, KS

LPL Financial

Jennifer Greer is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Nations Financial Group, Hobby Lobby, and St. Luke's Medical Group. Outside of her advisory role, she assists other financial advisors through a related entity called 22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Kevin B

Series 66

Lawrence, KS

LPL Financial

Kevin Bruce is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he is involved in business ownership, including tax preparation and accounting services, as well as serving as CFO of Avalon Wellness & Recovery Center in Lawrence, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)
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Amy P

CFP®, Series 66

Olathe, KS

Edward Jones

Amy Palmer is a CFP®-designated financial advisor with Edward Jones in Olathe, Kansas, and has 11 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Reinhardt Financial Services Inc, Amy Palmer, and Cambridge Investment Research, Inc. Outside of her advisory work, she owns Highland Waters LLC, a real estate management business in Shell Knob, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services through a 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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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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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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Ryan L

CFP®, Series 66

Lawrence, KS

STIFEL

Ryan Lohmeyer is a CFP® professional with 14 years of industry experience. He has been with Stifel since 2015, based in Lawrence, Kansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

General retirement planning Income planning
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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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Andrew J

Series 66

Desoto, KS

Edward Jones

Andrew Jacober is a financial advisor with Edward Jones in Desoto, Kansas. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. 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 national network of advisors and branches.

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

Series 66

Lawrence, KS

STIFEL

Dale Bourne is a financial advisor at Stifel with 21 years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2009, with prior roles at UBS Financial Services and Piper Jaffray & Co. He serves as a board member for the Senior Resource Center of Douglas County, a nonprofit focused on supporting older adults. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Lance T

Series 63

Lawrence, KS

Raymond James Financial

Lance Thompson is a financial advisor with Raymond James Financial in Lawrence, KS, holding a Series 63 designation and 27 years of industry experience. He has worked at Raymond James since 2009 and is also affiliated with Schenewerk Capital LLC and DMKA Wealth Management. 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, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports these through advisory programs and institutional consulting.

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

CFP®, Series 63, Series 65

Lawrence, KS

Cambridge Investment Research Advisors

Stephen Menke is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2012. He has also worked with Lincoln Financial Advisors since 2008. Outside of his advisory work, Menke is involved with Strategic Wealth, providing college funding services and acting as an independent insurance agent, and he is a partner in an LLC assisting his handicapped brother. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary management options.

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

Series 66

Lawrence, KS

Edward Jones

Derek Osborn is a Series 66 licensed financial advisor with Edward Jones in Lawrence, Kansas, where he has worked since 2017. He has eight years of industry experience and is also the managing member of FrontRunner Properties, LLC, a real estate management and investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a 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 retail advisor network and affiliated financial services.

Retirement income strategy General retirement planning Wealth management Inheritance planning Business ownership considerations Founder/Business Owner
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Jerald S

Series 63, Series 65

Lawrence, KS

STIFEL

Jerald Samp is a financial advisor at Stifel with 28 years of industry experience and holds Series 63 and Series 65 credentials. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

General retirement planning Income planning
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Matthew V

Series 66

Lawrence, KS

Edward Jones

Matthew Vogt is a financial advisor with Edward Jones in Lawrence, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Hy-Vee Pharmacy and AuBurn Pharmacy, where he remains involved on an as-needed basis as a pharmacist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Christina S

Series 66

Olathe, KS

Edward Jones

Christina Smith is a Series 66 licensed financial advisor with Edward Jones in Olathe, KS, bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Sprint for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through 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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Landon H

Series 66

Shawnee, KS

Merrill

Landon Harris is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, G4S Secure Solutions USA, Amazon.com, Inc., and six years of service in the U.S. Army. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Scott J

CFP®, Series 66

Olathe, KS

Edward Jones

Scott Jorgensen is a CFP® certificant and Series 66 registered financial advisor with Edward Jones in Olathe, KS. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate and charitable organizations. The firm offers various advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large 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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Derek H

Series 63, Series 65

Douglas, KS

Cambridge Investment Research Advisors

Derek Hammond is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory work, he is an owner and partner of a healthcare-related business, Advanced Care Home Plus. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment strategies and platform options, with features such as proprietary models, third-party manager referrals, and distinct institutional support structures.

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

Series 63, Series 65

Olathe, KS

Fidelity

Francesco Ross is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 designations and is based in Overland Park, KS. Ross has been with Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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