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Bradley B

Series 63, Series 66

Grain Valley, MO

Cambridge Investment Research Advisors

Bradley Burditt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2014 and also serves as president and agent at Associated Services in Insurance since 1992. Burditt is a board member of both the State Bank of Missouri and the Grain Valley Chamber of Commerce, and he holds general partner roles in Heartland Waterfowl, LLC and Heartland Bowhunter, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

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

ChFC®, Series 66

Independence, MO

Edward Jones

Andrea Mc Millin is a financial advisor at Edward Jones in Independence, MO, with 10 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and is notable for its extensive network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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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.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Jesse S

Series 66

Lees Summit, MO

LPL Financial

Jesse Snow is a financial advisor with LPL Financial based in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at firms including Waddell & Reed and operated his own entity, Jesse Snow, LLC. Snow has also been involved in insurance-related activities in addition to his advisory roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Corey L

Series 63, Series 66

Independence, MO

Edward Jones

Corey Long is a financial advisor at Edward Jones in Independence, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive Doctor or Medical Professional
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William E

Series 66

Blue Springs, MO

Raymond James Financial

William Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2017 and previously at Wells Fargo Advisors and Wells Fargo Clearing. Ellwood is also the owner of Ellwood Investments. 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, with specialized capabilities in municipal and public finance advisory services.

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

Series 66

Independence, MO

Edward Jones

Robin Lauer is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked as a dance instructor at the Dramatic Truth School of the Arts. Outside of her advisory role, Lauer continues to teach dance, dedicating several hours per week to this activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates through 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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Brian R

CFP®, Series 66

Lees Summit, MO

Edward Jones

Brian Ross is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with the National Association of Insurance Commissioners from 2015 to 2017. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Government Employee Founder/Business Owner
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Daniel D

Series 63, Series 65

Lee's Summit, MO

LPL Financial

Daniel Dornan is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His career includes roles at The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is also involved in business development at The Bank of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Paxton T

Series 66

Blue Springs, MO

Raymond James Financial

Paxton Taylor is a Series 66 licensed advisor with Raymond James Financial Services Advisors, Inc., based in Blue Springs, MO, with 19 years of industry experience. He has been with Raymond James since 2012 and operates a sole proprietorship as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through its municipal advisor affiliation.

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

Series 63, Series 65

Blue Springs, MO

Raymond James Financial

Steven Heggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2003 and owns Kansas City Wealth Partners LLC, an independent contractor relationship supporting his advisory work. He also serves as a committee member for the Blue Springs Education Foundation, attending quarterly meetings to review the nonprofit's financial activity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

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

Series 66

Independence, MO

Edward Jones

Heather Heron is a financial advisor at Edward Jones in Independence, MO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Envision Eyecare and Waddell & Reed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting its services with a large network of financial advisors and branch offices nationwide.

Divorce financial planning Caring for aging parents Retired Founder/Business Owner Executive LGBTQIA Divorced Widow/Widower Women Professionals Women's Finance
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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.

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

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

Series 66

Oak Grove, MO

Edward Jones

Sharon Sherbina is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Samuel H

Series 63, Series 65

Blue Springs, MO

Raymond James Financial

Samuel Heggs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at American Century Investment Services, Inc., Earl Enterprises, and Kansas City Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor relationship and specialized SIMPLE IRA consulting services.

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

ESG / Sustainable investing Tax-loss harvesting Income planning
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Todd L

Series 66

Independence, MO

Edward Jones

Todd Le Sage is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill, CFD Investments/TKL Wealth Strategies, and DST Securities prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lindsey M

Series 66

Independence, MO

Edward Jones

Lindsey Marquis is a financial advisor with Edward Jones and holds the Series 66 designation. She has two years of industry experience and previously worked at Faultless Starch/Bon Ami Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and operates an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm is notable for its extensive advisory network and affiliated capabilities beyond standard advisory services.

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