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Timothy H

Series 66

Kansas City, MO

Edward Jones

Timothy Hacker is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It 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 with approximately $1.01 trillion in assets under management.

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

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Thomas Saunders Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined 18 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Pierre B

Series 63, Series 65

Overland Park, KS

OSAIC

Pierre Badertscher is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc and First Heartland Capital Inc. He is also a co-owner of SECURITY FINANCIAL Inc., a business involved in the sale and distribution of insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and multiple custodial arrangements.

Annuities Private / alternative investments
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Cecil S

Series 63, Series 65

Overland Park, KS

Primerica Advisors

Cecil Samson is a financial advisor with Primerica Advisors based in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Rudman International for 15 years and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1992. Cecil also serves as COO of a legal entity formed for Primerica business purposes and is involved in sales of non-investment home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-delivery strategies overseen by unaffiliated asset managers and supports trade execution and custody through established third-party providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Paul D

Series 63, Series 65, Series 66

Leawood, KS

RBC Capital Markets

Paul Debey is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at UBS Financial Services Inc. and Piper Sandler & Co. He serves on the Board of Directors for Morningside College, an educational institution. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Darren G

CFP®, Series 66

Overland Park, KS

OSAIC

Darren Gray is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Osaic and has prior experience at Securities America Advisors, Prism Financial Group, Concert Wealth Management, and Merrill. He is also active with Freedom Peak Financial, where he serves as a financial advisor managing investment and model portfolios. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform providing brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Annuities Private / alternative investments
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John D

Series 66

Leawood, KS

Charles Schwab

John Daley is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 66 designation and has experience in the financial industry including prior roles at HomeVestors of America and Keller Williams Southland Partners LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Thomas W

Series 66

Lee's Summit, MO

Edward Jones

Thomas Wilson is a financial advisor with Edward Jones in Lee's Summit, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Wilson writes and publishes action adventure novels as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Austin B

Series 66

Lees Summit, MO

LPL Financial

Austin Buck is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Waddell & Reed, Inc., Jesse Snow, and the Truman State University Health Center. He is also involved with LifeGoals Strategies Group, an investment-related business associated with his LPL practice. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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Taylor C

Series 63, Series 65

Olathe, KS

LPL Financial

Taylor Cole is an advisor with LPL Financial in Olathe, Kansas, holding Series 63 and Series 65 registrations with two years of industry experience. Prior to joining LPL Financial, Cole worked at Securities America, Inc. and Compass Financial Resources. Outside of financial advising, Cole is involved in IT work and part-time employment with DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad affiliate network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 40 years of industry experience. His prior career includes long tenure at Waddell & Reed Inc and leadership roles at Mid-Missouri Group, LLC, Celtic Wolf LLC, and Stick This In Your Ear LLC. He is also involved as a non-variable insurance agent with Associates of Clifton Park, Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and a broad suite of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 holds Series 63 and Series 65 designations and previously worked for Pruco Securities, LLC for nine years. In addition to his advisory role, he has been involved with Superior Cash Advance, Inc. for over two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by in-house and third-party strategists, and it offers a range of financial planning, asset management, and insurance services.

Tax-loss harvesting
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Jared W

Series 65, Series 63

Overland Park, KS

Mass Mutual Investors Services

Jared Wirsig is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and 22 years of industry experience. He previously spent over two decades with Northwestern Mutual in various capacities, including wealth management and investment services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools, with optional implementation requiring separate arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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 licenses and bringing 17 years of industry experience. His prior work includes a decade at Waddell & Reed Inc. and a year at Creative Planning. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Dean C

CFP®, Series 63

Overland Park, KS

OSAIC

Dean Callison is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, First Heartland Consultants, and First Heartland Capital, with a career beginning at Callison & Advisors. Outside of his advisory role, he consults with charitable organizations and donors on philanthropic project development and strategic giving. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based asset allocation and portfolio optimization approach, offering advisory and brokerage services through a multi-advisor platform that supports various investment programs and third-party manager options.

Annuities Private / alternative investments
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Michael M

Series 63, Series 65

Leawood, KS

Ameriprise

Michael Mccaw is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 designations. Mccaw has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

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. Her career includes roles at The Prudential Insurance Company of America and Symetra Life Insurance Company prior to joining LPL in 2023. She is also employed outside the advisory field with Bestmark Express. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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