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April E
Series 63, Series 66
Leawood, KS
RBC Capital Markets
April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.
Justin S
CFP®, ChFC®, Series 66
Prairie Village, KS
Edward Jones
Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.
Michael K
Series 63, Series 66
Shawnee, KS
LPL Financial
Michael Kijowski is a financial advisor with LPL Financial in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 13 years at Peoples Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
John H
Series 63, Series 65
Leawood, KS
LPL Financial
John Hungerford is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and Waddell & Reed. Hungerford maintained a service role with Christ Is The Key for two decades. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Allison L
Series 66
Overland Park, KS
Edward Jones
Allison Lampo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Kansas City Life Insurance for six years and has held positions in various companies including Target, Brown Smith Wallace, and the University of 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 with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Andrew N
Series 66
Prairie Village, KS
Edward Jones
Andrew Navran is a financial advisor with Edward Jones in Prairie Village, KS. He holds a Series 66 designation and has four years of industry experience, including six years at Synchrony Financial prior to joining Edward Jones in 2021. Outside of his advisory role, he has received an annual stipend from Walden University and has been involved in consulting projects for firms such as Ivy Exec, Coleman Research, AlphaSights, and Guidepoint. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert L
Series 66
Leawood, KS
UBS Financial Services
Robert Long is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is employed as a sales account manager at M&M Mars and manages a youth baseball team. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.
Kevin M
CFP®, Series 63, Series 66
Shawnee, KS
Edward Jones
Kevin Makalous is a financial advisor with Edward Jones in Shawnee, KS, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including 18 years with Edward Jones. Outside of his advisory role, he and his wife formed an LLC to own the building that will house his Edward Jones branch office. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Shaun F
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Shaun Flanigan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and analysis.
Todd H
Series 66
Leawood, KS
RBC Capital Markets
Todd Haynes is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves on the nominating committee for Foundations for Our Future, participates in a scholarship committee for the Truman Heartland Community Foundation, and acts as Treasurer on the Board of Directors for the Celebration Cove Condo Owner's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.
Luke S
CFP®, Series 66
Overland Park, KS
Cetera
Luke Scott is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with Cetera and has held roles at Renaissance Financial since 2010 as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. Scott also serves as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform that includes both discretionary and non-discretionary program options.
Brett J
CFP®, CFA®, Series 63
Overland Park, KS
Cetera
Brett Jergens is a financial advisor with Cetera based in Overland Park, KS, holding CFP® and CFA® designations and having seven years of industry experience. He has held roles at firms including Tortoise Capital Advisors and operates several financial services businesses, serving as Chief Investment Officer for Prosperity Advisors LLC and Prosperity Network of Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.
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.
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.
Pierre B
Series 63, Series 65
Overland Park, KS
OSAIC
Pierre Badertscher is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc. Badertscher is a co-owner of SECURITY FINANCIAL Inc., an S-corp involved in the sale and distribution of insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.
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.
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.
Darren G
CFP®, Series 66
Overland Park, KS
OSAIC
Darren Gray is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked with Securities America Advisors and Securities America Inc for nine years. Gray also operates Freedom Peak Financial, where he creates and manages investment and model portfolios. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors. The firm utilizes a variety of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, and managed account services.
Alessandra G
ChFC®, Series 66
Prairie Village, KS
Edward Jones
Alessandra Graber is a financial advisor with Edward Jones, holding the ChFC® designation and Series 66 license, with 13 years of industry experience. She 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 offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
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.
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2,984 advisors near
66213
within the area shown on the map
Out of 400,000+ nationwide