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Gregory H
Series 63, Series 65
Overland Park, KS
LPL Financial
Gregory Hadel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Woodbury Financial Services for 27 years and has operated his own insurance agency since 1981. Outside of advising, he hosts a weekly radio show focused on general financial education. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.
John D
Series 65, Series 63
Overland Park, KS
Fidelity
John Davis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that support their individual goals. He emphasizes understanding clients' priorities to create meaningful and effective strategies. John's career in financial services includes roles as Vice President and Branch Leader at Fidelity Investments from 2023 to 2026, Vice President and Market Leader at Charles Schwab from 2022 to 2023, and Vice President and Branch Manager at TD Ameritrade from 2017 to 2022. His experience spans leadership and client-focused financial consulting. Outside of his professional work, John has interests in art, beach activities, golf, outdoor adventures, skiing, and traveling.
Arthur R
CFP®, Series 63
Overland Park, KS
Mass Mutual Investors Services
Arthur Riley Jr. is a CFP® professional with 35 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Mass Mutual and MetLife Resources. Outside of financial advising, he owns a consulting and exit planning firm implementing business owner value acceleration, operates a company holding intellectual property for a proprietary cash flow assessment tool, and works occasionally as a freelance guitarist. Mass Mutual Investors Services 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 offers collaborative, annual planning engagements using advanced analytical tools and delivers written recommendations across investment categories without discretionary authority.
Janelle O
Series 66
Overland Park, KS
Ameriprise
Janelle O'Brien is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and LPL Financial. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.
Colin A
Series 66
Overland Park, KS
Edward Jones
Colin Arnold is a Series 66 credentialed financial advisor at Edward Jones with experience spanning various roles since 2008, including positions at Shamrock Trading Corporation and Missouri State University. He has been with Edward Jones since 2019, with a break before rejoining the firm in 2025. Outside of finance, he worked for Arnold Brothers Lawn Service for nearly a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Brandon G
ChFC®, Series 66
Overland Park, KS
Edward Jones
Brandon Gehle is a financial advisor with Edward Jones in Overland Park, KS, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, all of which has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and proprietary funds, and operates under a fiduciary standard.
Patrick M
Series 66
Shawnee, KS
Edward Jones
Patrick Moltane is a financial advisor at Edward Jones in Shawnee, Kansas, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at JA-DEL, Inc. and Legacy Partners, Inc., and has been involved with several other organizations including Bunker Film Productions LLC and Irish Classical Theatre Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated trust and securities-based lending services.
Maya D
Series 66
Lenexa, KS
J.P. Morgan Securities
Maya Dahab is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.
Mark M
CFP®, Series 63, Series 65
Overland Park, KS
Wells Fargo Clearing
Mark Mahon is a CFP® with 22 years of industry experience, currently with Wells Fargo Clearing since 2026. Prior to this, he worked at UBS Financial Services Inc. and has held roles at Ivy Distributors, Inc. and Braden's Hope for Childhood Cancer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
Seth F
Series 66
Overland Park, KS
Cetera
Seth Faulkner is a financial advisor with Cetera, holding a Series 66 designation and based in Overland Park, KS. He has been with Cetera and its affiliate Cetera Wealth Services, LLC, since 2025. Outside of advising, he has entrepreneurial experience with MOSports Authentics & Apparel from 2020 to 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting a wide range of investment strategies and custodial relationships.
Kemper K
Series 66
Kansas City, MO
Edward Jones
Kemper Kellerstrass is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kellerstrass worked for eight years with the Clinton County RIII School District. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Ronald H
Series 66
Overland Park, KS
Fidelity
Ron Hall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients, families, and businesses to identify their short- and long-term financial goals and assists them in implementing strategies to pursue those goals. Building trust and maintaining reliable relationships with clients is a key aspect of his professional approach. Before joining Fidelity Investments, Ron served as a Financial Solutions Advisor at Merrill Lynch from 2010 to 2022. His professional experience includes financial consulting and advising, with a focus on client-centered financial planning and strategy. Outside of his professional work, Ron's personal interests include baseball, football, golf, spending time at the lake, social events with friends, and caring for pets.
Leah B
Series 66
Overland Park, KS
Fidelity
Leah Bullinger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work history includes roles in higher education at McPherson College, Kansas Wesleyan University, and Kirkwood Community College. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.
Peter M
CFP®, ChFC®, Series 63
Overland Park, KS
Cetera
Peter Menihan is a CFP® and ChFC® with 45 years of experience in financial services. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2018. Menihan also serves as the owner and CEO of The Menihan Co., LLC, an insurance and financial services firm, and acts as trustee of an irrevocable trust. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of investment management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm utilizes a multi-manager platform combining affiliated and third-party managers with various program options across discretionary and non-discretionary authorities.
Clifford M
Series 66
Overland Park, KS
Fidelity
Brice Moore is a Financial Consultant currently working at Fidelity Investments since 2024. He specializes in helping clients prepare for financial milestones and decisions by building trust and working collaboratively to develop personalized financial plans. His professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2020 and again from 2022 to 2024, as well as serving as a Private Client Advisor at JP Morgan Chase from 2020 to 2022. Across these positions, he has focused on creating strategies aligned with clients' unique investment needs and goals. Outside of his professional work, Brice enjoys baseball, football, golf, and participating in family activities.
Loren O
ChFC®, Series 63, Series 65
Overland Park, KS
Retirement Resources Inc.
Loren Olson is a financial advisor at Retirement Resources Inc. in Overland Park, KS, with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with Retirement Resources Inc. since 1998 and also worked at B. B. Graham & Co from 2016 to the present. Retirement Resources Inc. primarily serves individual, non–high-net-worth clients, focusing on portfolio management and retirement planning. The firm combines fee-based advisory services with registered-representative status and commissionable product sales, offering a personalized, ongoing relationship model with regular client communications.
Ronald P
Series 63, Series 65
Overland Park, KS
Mercury Capital Management, Inc.
Ronald Papa is a financial advisor at Mercury Capital Management, Inc. with 27 years of industry experience. He has been with Mercury Capital Management since 1998 and holds the Series 63 and Series 65 designations. Mercury Capital Management, Inc. is a small investment advisory firm serving individual clients with approximately $15.7 million in assets under management. The firm focuses on non-high-net-worth individuals and provides ongoing portfolio management and investment advisory services through a two-advisor team.
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1,957 advisors near
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Out of 400,000+ nationwide