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Austin B

Series 66

Lees Summit, MO

LPL Financial

Austin Buck is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior roles at Jesse Snow and Waddell & Reed, Inc. Outside of his advisory role, he operates LifeGoals Strategies Group, a DBA affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range 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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Franklin S

Series 63, Series 66

Overland Park, KS

Ameriprise

Franklin Santos is a financial advisor with Ameriprise in Arnold, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at FBL Financial Group, Charles Schwab, U.S. Bancorp Investments, and Bank of America. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic recommendation processes.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan K

Series 66

Leawood, KS

J.P. Morgan Securities

Ryan Keiter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Raymond James/Central National Bank for three years and has held various roles across multiple companies including AMC Theaters and Kansas State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Wealth management Executive Founder/Business Owner
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Taylor C

Series 63, Series 65

Olathe, KS

LPL Financial

Taylor Cole is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, Taylor worked at Securities America, Inc. and Compass Financial Resources. Outside of finance, Taylor is involved in IT work and has part-time experience with DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Steven S

Series 63, Series 65

Lees Summit, MO

LPL Financial

Steven Stringberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His past roles include long-term service at Waddell & Reed Inc and involvement with multiple firms such as Mid-Missouri Group, LLC and Celtic Wolf LLC. Outside of investment-related activities, he is involved with Stick This In Your Ear, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing diversified strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Chad N

Series 63, Series 65

Prairie Village, KS

LPL Enterprise

Chad Nielsen is a financial advisor at LPL Enterprise with 11 years of industry experience. He previously worked for Pruco Securities, LLC for nine years and has been involved with Superior Cash Advance, Inc. since 2004. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kelly A

CFP®, Series 63, Series 65

Overland Park, KS

Cetera

Kelly Arias is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Comprehensive Retirement Solutions, Innovest Financial Partners, and VALIC Financial Advisors. Arias serves as a member of the Financial Planning Association chapter's public relations committee, where she writes and edits personal finance articles and participates in public media appearances. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary program structures and a variety of investment options.

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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Matthew H

Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Matthew Hovey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Creative Planning and Waddell & Reed Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

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

CFP®, Series 63

Overland Park, KS

OSAIC

Dean Callison is a financial advisor with OSAIC, holding CFP® and Series 63 designations and bringing 38 years of industry experience. His prior roles include long-term tenures at First Heartland Capital, Inc. and Woodbury Financial Services. Outside of his advisory work, he provides philanthropic consulting, assisting nonprofits and donors with strategic giving. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolio construction using both proprietary tools and third-party platforms.

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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Michael M

Series 63, Series 65

Leawood, KS

Ameriprise

Michael Mccaw is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 65, Series 63

Lenexa, KS

LPL Financial

Kara Miller is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She previously worked for The Prudential Insurance Company of America for a decade and held positions at Symetra Life Insurance Company and Symetra Securities, Inc. Outside of her advisory role, she is involved with Bestmark Express in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Andrew M

Series 66

Overland Park, KS

Edward Jones

Andrew Mc Laughlin is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at ALDI Inc. for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Planning for children with special needs General retirement planning Founder/Business Owner
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Schuyler G

Series 66

Overland Park, KS

Ameriprise

Schuyler Gregory is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation. He has been in the industry since 2023, with prior experience including roles at Falletti Financial and teaching at Pittsburg State University. His background also includes involvement with Pittsburg State University’s Men’s Basketball program and work in retail management. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Terri R

Series 63, Series 65

Leawood, KS

Morgan Stanley

Terri Roberts Munsell is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UMB Financial Services Inc. and UMB Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and scenario modeling.

General estate planning guidance
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Kelly V

Series 63, Series 65

Lee's Summit, MO

Edelman Financial Engines

Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 23 years of industry experience. She has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc from 2004 to 2016. Outside of her advisory work, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, an equine activities private club. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Paul T

Series 63, Series 65

Overland Park, KS

Fidelity

Paul Tranckino is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He began his career at Fidelity as a Financial Representative and progressed through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Prior to joining Fidelity Investments, Paul gained experience as an Analyst at UMB Financial Services, Inc. and George K. Baum & Company, Prairie Capital Management. He also held positions as a Finance Intern at Mitchell Capital Management and as an Investment Advisory Assistant at Tromans Investment Advisors. Paul's professional approach centers on assisting clients in achieving their financial goals. Further educational background and personal interests were not provided.

Wealth management Active portfolio management Financial Professional
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Cameron S

Series 63, Series 66

Overland Park, KS

Fidelity

Cameron Sproul is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves in advisory roles for multiple registered investment companies and develops model portfolios for intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Breland B

CFP®, Series 66

Leawood, KS

LPL Financial

Breland Burns is a financial advisor with LPL Financial in Leawood, KS, holding CFP® and Series 66 credentials and seven years of industry experience. His prior work includes positions at Talent Unlimited and Waddell & Reed, Inc. He is involved with BB Business Ventures, LLC, a non-investment-related business entity. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs and planning services with both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Carra S

Series 63, Series 65

Leawood, KS

Morgan Stanley

Carra Sprague is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

General estate planning guidance
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Bryan B

Series 66

Overland Park, KS

LPL Enterprise

Bryan Buczek is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in the coatings industry and served on the Shelby County Board of Education. He is also associated with StrageiX Insights, LLC, a business entity used for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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