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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.
Tommie H
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Tommie Hughes is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Hughes is active in religious speaking and preaching through TR Hughes Ministries and serves as treasurer for the Pentecostal Assemblies of The World. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers a wide range of investment and planning solutions.
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.
Jared W
Series 63, Series 65
Overland Park, KS
Mass Mutual Investors Services
Jared Wirsig is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He previously worked for Northwestern Mutual companies from 2003 to 2026 before joining MassMutual Life Insurance Company and MML Investors Services in 2026. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as estate-settlement and divorce planning.
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.
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.
Dean C
CFP®, Series 63
Overland Park, KS
OSAIC
Dean Callison is a CFP® professional with 38 years of industry experience. He is currently with OSAIC and has prior experience at Woodbury Financial Services, First Heartland Consultants, and his own firm, Callison & Advisors. In addition to his advisory role, he provides philanthropic consulting to charitable organizations and donors. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various asset allocation tools and third-party platforms to construct portfolios that range across multiple asset classes.
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.
Kara M
Series 63, Series 65
Lenexa, KS
LPL Financial
Kara Miller is a financial advisor at LPL Financial with 17 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Symetra Securities, and Symetra Life Insurance Company. She holds Series 63 and Series 65 designations. Outside of her advisory work, she is employed part-time at Bestmark Express. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
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.
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.
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.
Erin M
Series 63, Series 66
Kansas City, MO
Morgan Stanley
Erin Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Raymond James Financial and Waddell & Reed. Murphy serves as a board member for the Kearney Quarterback Club, a community organization in Kearney, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
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.
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.
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. His tenure at Fidelity includes roles with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.
Breland B
CFP®, Series 66
Leawood, KS
LPL Financial
Breland Burns is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Talent Unlimited and Waddell & Reed, Inc. Burns is involved with BB Business Ventures, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.
Carra S
Series 63, Series 65
Leawood, KS
Morgan Stanley
Carra Sprague is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016 and previously spent 15 years at Merrill. She holds Series 63 and Series 65 designations. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.
Susanna D
Series 63, Series 65
Kansas City, MO
OSAIC
Susanna Denney is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc for a decade and has held leadership roles at Sunset Financial Services, including Chief Operating Officer of its wholesale broker-dealer. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services supported by a range of advisory platforms and third-party solutions.
Bryan B
Series 66
Overland Park, KS
LPL Enterprise
Bryan Buczek is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Duratek Polymer Coatings and Patriot Coatings, as well as service on the Shelby County Board of Education. He is also involved with StrageiX Insights LLC in a non-investment-related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation primarily through third-party portfolio strategists and offers additional services such as financial planning, insurance products, and trust custody services.
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