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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.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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Matthew C

Series 66

Leawood, KS

Merrill

Matthew Cybulski is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners with various aspects of wealth management, including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Matthew focuses on understanding each client's unique goals and priorities to provide tailored financial guidance. He has extensive experience partnering with clients to develop personalized strategies centered on investing, retirement planning, and wealth accumulation. Matthew is committed to building long-term relationships based on trust and transparency, aiming to help clients navigate financial decisions with confidence. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Arkansas. Outside of his professional work, Matthew enjoys baseball, basketball, boxing, football, golfing, music, and spending time with his family.

General retirement planning Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Multi-generational wealth transfer
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Adam L

Series 63, Series 66

Overland Park, KS

Cetera

Adam Luke is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial from 2009 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of advisors. The firm offers a range of portfolio management, financial planning, and consulting services, and features a multi-manager platform with various program structures and access to both affiliated and third-party managers.

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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Quinten M

Series 66

Leawood, KS

Ameriprise

Quinten Mason is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he was involved in education, working at the University of Kansas and several schools in Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual 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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Justin S

Series 66

Overland Park, KS

Edward Jones

Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Isabel E

Series 65, Series 63

Overland Park, KS

Fidelity

Isabel Engelbert is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo Advisors for three years and Rye Plaza for two years. Outside of finance, she has held positions at Radius Brewing Company and has experience in both educational and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Daniel W

Series 63, Series 65

Overland Park, KS

OSAIC

Daniel Wohlenhaus is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Sii, and The Ranch House Senior Living Community. Outside of his advisory role, he operates a sole proprietorship focused on the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios, providing both discretionary and non-discretionary account options.

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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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.

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

Series 66

Overland Park, KS

Fidelity

Reed Stark is a Financial Consultant who partners with clients to build financial plans and strategies tailored to their individual needs. He focuses on understanding clients' overall situations to develop customized financial plans for them and their families. His professional experience includes roles at Fidelity Investments, where he worked as an Investment Consultant from 2025 to 2026, Planning Consultant from 2023 to 2025, and Relationship Manager from 2022 to 2023. Prior to that, Reed served as a Client Relationship Manager at Tall Oaks Advisors LLC between 2020 and 2021, and as a Paraplanner at BMG Advisors from 2019 to 2020. He began his career as a Branch Intern at TD Ameritrade from 2017 to 2019. Outside of his professional work, Reed's personal interests include boating, attending concerts, football, spending time by the lake, music, and traveling.

General retirement planning Wealth management Cash flow / budgeting Financial Professional
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Robert W

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Robert Williams is a financial advisor with Raymond James & Associates in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Fahnestock & Co., Inc. for 20 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Justin S

Series 63, Series 66

Overland Park, KS

Wells Fargo Clearing

Justin Schaffer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Merrill, and Bank of America. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Scott L

CFP®, Series 66

Overland Park, KS

Edward Jones

Scott Limkemann is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He and his wife co-own and operate preschool and childcare businesses in Lenexa and Overland Park, Kansas. 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 solutions supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Mathew B

Series 66

Leawood, KS

Robert Baird & Co.

Mathew Basham is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Preferred Family Healthcare. He serves as a board member and trustee for The Goss Revocable Qualified Spousal Trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Stanley S

CFP®, ChFC®, Series 63

Leawood, KS

Edward Jones

Stanley Schmidt is a financial advisor with Edward Jones in Leawood, KS, holding the CFP®, ChFC®, and Series 63 designations and having 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he manages a cow/calf ranching operation in Olpe, KS, involving cattle care, hay baling, and fence maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66, Series 65

Overland Park, KS

Ameriprise

Seth Schumacher is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Ameriprise in two separate periods totaling over 10 years, as well as at LPL Financial, NVISION Wealth Group, and IHT Wealth Management. He serves on the Board of Directors as Board Secretary for Kansas City Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support focused on income reliability and tax-aware withdrawal strategies.

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

Series 66

Leawood, KS

RBC Capital Markets

Lauren Maxwell is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Reese Nichols and Johnny’s Tavern. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies and uses a mix of internal and third-party investment managers to implement client portfolios.

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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Mollie S

CFP®, Series 66

Prairie Village, KS

Edward Jones

Mollie Stephens is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2015. She has 11 years of industry experience and holds a Series 66 registration. Outside of her financial advisory role, Mollie has been involved with Core Energy Hot Yoga since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families Divorced
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Erin F

Series 66

Overland Park, KS

Cetera

Erin Fagan is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has worked at Cetera Wealth Services, LLC since 2025. Prior to her advisory role, her background includes positions at Huhtamaki, State Farm, and Cyclebar. Outside of her advisory duties, she is involved as a babysitter apprentice with Nou Nou Neighbors, a service connecting babysitters with families. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures including discretionary and non-discretionary 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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Thomas H

CFP®, Series 63, Series 65

Leawood, KS

UBS Financial Services

Thomas Higgins is a CFP® professional with 39 years of industry experience. He has been with UBS Financial Services since 2015 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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